mibuso.com

Microsoft Business Solutions online community
It is currently Sat May 25, 2013 9:56 pm

View unanswered posts | View active topics


Board index » General » General Chat

All times are UTC + 1 hour [ DST ]



Post new topic Reply to topic  Page 1 of 1
  [ 6 posts ] 
  What's this MUID? [MUID:A6EH] Previous topic | Next topic 
Author Message
rkuchar
 Post subject: [Solved] Can't add a customer to customer source?
PostPosted: Thu Oct 27, 2011 6:44 pm 
Offline

Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
Country: United States (us)
Sorry I know this probably isn't the correct section of the forum - but I am hoping someone will know the answer to this:

I am a Partner trying to add a customer to Customer Source. It says:

Sign in to CustomerSource.

Go to My Account > Our CustomerSource Accounts.

Click Add New Professionals.
http://www.microsoft.com/dynamics/customer/en-us/access-customersource/default.aspx

But when I sign in there is no My Account > Our CustomerSource Accounts on the left menu.

I am an "administrator" in Partner Source. What else do I need to do so I can add customers?? Thank you.


Last edited by rkuchar on Sun Oct 30, 2011 4:27 am, edited 1 time in total.

Top
 Profile E-mail  
 
kriki
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Thu Oct 27, 2011 9:42 pm 
Offline
Moderator
MVP Microsoft Dynamics NAV
NAV TechDays 2013 attendee

Joined: Wed Jul 02, 2003 10:13 am
Posts: 7504
Location: Milan
Country: Italy (it)
[Topic moved from 'NAV Three Tier' forum to 'General Chat' forum]

_________________
Regards,Alain Krikilion
Use the SEARCH,Luke! || No PM,please use the forum. || May the <SOLVED>-attribute be in your title! || Read Forum Rules before making a posting

Top
 Profile  
 
davmac1
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Fri Oct 28, 2011 7:40 pm 
Offline

Joined: Fri Aug 06, 2004 9:30 pm
Posts: 899
Location: Richardson
Country: United States (us)
They have a problem on their web site.
If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.

It does not look like they put their best people on web site design.

_________________
David Machanick
http://mibuso.com/blogs/davidmachanick/

Top
 Profile  
 
ssingla
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sat Oct 29, 2011 9:01 am 
Offline

Joined: Thu Dec 08, 2005 9:12 am
Posts: 2870
Location: India
Country: India (in)
On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".

_________________
CA Sandeep Singla
http://ssdynamics.co.in

Top
 Profile E-mail WWW  
 
rkuchar
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sun Oct 30, 2011 4:24 am 
Offline

Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
Country: United States (us)
ssingla wrote:
On partner source go to Voice. From Customer List select customer and under the customer tree on left side select Add Professional.
This is how I do for my customers. Also I never use the option of "link Live Account" and instead select the option of "send an invitation mail".



Thank you that is it! I don't know why the "Official" instructions do not say this.... #-o
Top
 Profile E-mail  
 
rkuchar
 Post subject: Re: Can't add a customer to customer source?
PostPosted: Sun Oct 30, 2011 4:26 am 
Offline

Joined: Fri Oct 07, 2011 4:04 pm
Posts: 24
Country: United States (us)
davmac1 wrote:
If you are on partnersource and customersource, their web site gets confused, and mixes the two.
Don't have them fix it for you - it just makes it worse.


:lol:
Top
 Profile E-mail  
 
Display posts from previous:  Sort by  
Post new topic Reply to topic  Page 1 of 1
  [ 6 posts ] 

Board index » General » General Chat

All times are UTC + 1 hour [ DST ]

Who is online

Users browsing this forum: No registered users and 0 guests

You cannot post new topics in this forum
You cannot reply to topics in this forum
You cannot edit your posts in this forum
You cannot delete your posts in this forum
You cannot post attachments in this forum


Search for:
Jump to: